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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Glen Allen, VA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Muldowney is a financial advisor with over 30 years of experience in the industry. Michael is a Certified Financial Planner and currently is registered with Cambridge Investment Research Advisors, Inc. Michael has also been registered with firms such as Lincoln Financial Securities Corporation, LPL Financial LLC, Morgan Stanley and others. Michael is a Series 3, 7, 24, 63, and 65 licensed advisor and has a deep understanding of the financial markets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

THE London Co. OF Virginia

location

RICHMOND, VA

0 Disclosures

ADVISOR BIO

Michael Devin Sutter is an investment advisor representative with The London Co. Of Virginia, with over 20 years of experience in the financial services industry. Michael Devin Sutter has held various positions throughout his career, including at Columbia Management Investment Distributors, Inc., NYLIFE DISTRIBUTORS LLC, and NYLIFE SECURITIES INC. Michael Devin Sutter is licensed to offer investment advice in Colorado and Virginia. Michael Devin Sutter specializes in providing investment advice and portfolio management services to individuals, businesses, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Truist Advisory Services, Inc.

location

LEESBURG, VA

experience

24 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Scott Von berg is a financial advisor at Truist Advisory Services, Inc., with a long career in the financial industry, beginning in 2000. Michael's work experience includes past roles with WELLS FARGO ADVISORS, LLC, SUNTRUST SECURITIES, INC. and QUICK & REILLY, INC.. Michael holds the Series 66, SIE, and Series 7 licenses. Michael specializes in providing financial planning, portfolio management for individuals and businesses and publication of periodicals. Michael is registered to provide services in over 30 states and the District of Columbia. The main office location for Michael at Truist Advisory Services, Inc. is in LEESBURG, VA, however, they are also registered in Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

CHANTILLY, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Willis Shrauder is a financial advisor at Wells Fargo Clearing Services, LLC. Michael has been in the industry since March 1, 1994, and holds Series 7, 9, 10, 63, and 66 licenses. Michael is registered in 21 states, including Virginia, Texas, California, Florida, Maryland, and New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

VIENNA, VA

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Michael Joseph Germano is an investment advisor representative at Ameriprise Financial Services, LLC. Michael has been in the financial services industry since 1990 and has a broad range of experience. Michael is registered in 26 states, including Texas, Virginia, and California. Michael holds the Series 7, 9, 10, 63, and 65 licenses. Michael is also registered with FINRA as a General Securities Representative. Michael Joseph Germano is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Roanoke, VA

experience

31 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Michael Brian Kemp is a financial advisor currently registered with RBC Capital Markets, LLC. Michael has been in the industry since December 1993. Michael's previous experience includes roles at UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Michael has a wide range of experience in financial services, and is committed to providing clients with personalized financial advice. Michael is dedicated to building long-term relationships with clients and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ascent Financial Group

location

CHARLOTTESVILLE, VA

0 Disclosures

ADVISOR BIO

Michael O'Shaughnessy is an Investment Advisor Representative at Ascent Financial Group. Michael is a registered Investment Advisor in Virginia and has been in the industry since 2014. Michael is dedicated to providing sound financial advice and guidance to individuals and families in the Charlottesville area.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Virginia Beach, VA

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Michael Thomas McNulty is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Michael has been in the financial industry since 1988 and is registered in several states. Michael is a licensed agent and financial advisor with a focus on providing financial advice to individuals, families, and businesses. Michael has a long history of working in the financial services industry and is committed to providing his clients with personalized service and sound financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Mutual OF Omaha Investor Services, Inc.

location

Charlottesville, VA

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michael Wisinski is a financial advisor with Mutual Of Omaha Investor Services, Inc., working from their Charlottesville, VA office. Michael has been in the financial services industry since 1997. Michael holds Series 6, 63, and 65 securities licenses and is registered with the states of California, Colorado, Florida, Maryland, New York, Oregon, Pennsylvania, and Virginia. Michael provides financial planning, portfolio management services for individuals, and selection of other advisors. In addition to Michael's activities as an advisor, Michael is also an insurance agent, working with life, disability, long-term care, and individual and group health insurance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Truist Advisory Services, Inc.

location

STERLING, VA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Perez is a registered Investment Advisor Representative with Truist Advisory Services, Inc. Michael has been in the financial industry since 2014. Michael's office is located in STERLING, VA. Michael provides financial planning, portfolio management for individuals and businesses, selection of other advisors and publication of periodicals to clients.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals

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